Lucas J. Cox
CREATIVEONE WEALTH
Russellville, AR 72801
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CRD#: 6619850
Lucas Jordan CoxCREATIVEONE WEALTH
Professional summary
Lucas Jordan Cox, CFP®, who also goes by Lucas Cox, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Russellville, Arkansas.
Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lucas has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Lucas Cox
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. LUCAS COX INC; Investment related; 321 W. B St Russellville, AR 72801; Fixed insurance business; Agent/Owner; 02/2011; 0 hrs/mo; books and insurance service work 2. TLHC, LLC dba The Lighthouse Companies; Investment related; 321 W B St Russellville, AR 72801; Parent Company Sole Member of 3 other Lighthouse Entities. Marketing arm and shared expenses w. other 3 Lighthouse Entities; Member/Owner; 01/2022; 10 hrs/mo; 10 hrs/mo; Run Books, Collaborate with 2 business partners on business Direction 3. LHIC, LLC dba The Lighthouse Insurance Company; Investment related; 321 W B St Russellville, AR 72801; P/C, Health, Life, Fixed Annuities Insurance; Agent; 20 hrs/mo; 20 hrs/mo; Fixed annuities consulting with other agents on p/c, Health, Life 4. THE LIGHTHOUSE PLANNING dba The Lighthouse Planning Company; Investment related; 321 W B St Russellville, AR 72801; Financial planning and Investment management; 20 hrs/mo; 20 hrs/mo; Fixed annuities consulting with other agents on p/c, Health, Life 5. TJ POSEY LLC, dba The Lighthouse Realty Company; Investment related; 321 W B St Russellville, AR 72801; Real Estate Sales; Agent; 2 hrs/mo; 2 hrs/mo; Backing up broker in his absence or incapacity. Run financial books 6. LHRHC, LLC; Investment related; 321 W. B St Russellville, AR 72801; Real Estate Sales; Member; 2hrs/mo; 2hrs/mo; Oversee financials and books
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Jordan Cox's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
February 24, 2023 - Present
CREATIVEONE WEALTH, LLC
Office #1: 321 W B St, Russellville, AR 72801RIA
CRD#: 281213
Russellville, AR
Past
March 29, 2016 - March 1, 2023
BFC PLANNING, INC.
RIA
CRD#: 119682
Russellville, AR
Past
March 10, 2016 - December 31, 2022
SECURITIES MANAGEMENT & RESEARCH, INC.
BD
CRD#: 759
Russellville, AR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(2/24/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Loading...
Contact information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
